DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-10
IRS object ID
201712229349100001
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-10T08:18:54-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042508450PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INCOME TAX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17020 CENTRAL AVEAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337071213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043368096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONAHUE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone7048777621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11717 CLEVELAND AVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7048777621PhoneNum
Signature2017-08-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD DONAHUE CPAPreparerPersonNm
PTINP00448234PTIN
Phone7273504612PhoneNum
Preparation2017-08-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdD222FC9E62A7D2120ECA42C97CCA8EC5662CEDB2AtSubmissionCreationDeviceId
At Submission Filing Device IdCB000F37CE8FAE44B7EB97F79A89D7004651EC5FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,973,259FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$204,392ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,498DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,760NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,562GrossSalesPriceAmt
Total Rev And Expnss$234,653TotalRevAndExpnssAmt
Total Net Invst Incm$6,501TotalNetInvstIncmAmt
Taxes Rev And Expnss$432TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$7,168TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$7,168TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,146OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$296OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,746TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,464TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,861ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,607TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,464TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$120,046ExcessRevenueOverExpensesAmt
Net Investment Income$6,501NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,080CashBOYAmt
Cash EOY$3,465CashEOYAmt
Cash EOYFMV$3,465CashEOYFMVAmt
Corporate Stock BOY$1,200,725CorporateStockBOYAmt
Corporate Stock EOY$1,336,386CorporateStockEOYAmt
Corporate Stock EOYFMV$2,969,794CorporateStockEOYFMVAmt
Total Assets BOY$1,219,805TotalAssetsBOYAmt
Total Assets EOY$1,339,851TotalAssetsEOYAmt
Total Assets EOYFMV$2,973,259TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,219,805UnrestrictedBOYAmt
Unrestricted EOY$1,339,851UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,219,805TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,339,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,219,805TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,339,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,219,805TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$120,046ExcessRevenueOverExpensesAmt
Subtotal$1,339,851SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,339,851TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$84,501AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,961,238NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043086DistributionYr1Rt
Adjusted Qlfy Distri Yr2$163,703AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,025,382NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.080826DistributionYr2Rt
Adjusted Qlfy Distri Yr3$87,921AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,458,532NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.060280DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,057AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,047,270NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039204DistributionYr4Rt
Adjusted Qlfy Distri Yr5$48,371AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$808,508NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059827DistributionYr5Rt
Total Distribution0.283223TotalDistributionRt
Average Distribution0.056645AverageDistributionRt
Net Vl Noncharitable Assets$2,191,132NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$124,117AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$65NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$124,182AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,464QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$130InvestmentIncomeExciseTaxAmt
Subtotal$130SubtotalAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Tax Due$130TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELE DUDLEYIndividualWithBooksNm
Phone7048777621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos20.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF ALARM - AFRICAN LEADERSHIP & RECONCILIATION MINISTRIES, A MINISTRY THAT SERVES LEADERS IN CENTRAL AFRICADescription1Txt
Expenses1$23,200Expenses1Amt
Description2SUPPORT OF FASHION & COMPASSION, A NON-PROFIT ORGANIZATION THAT SUPPORTS WOMEN AND MEN OVERCOMING POVERTY AND INJUSTICE IN THE US AND 6 OTHER COUNTRIES THROUGH HOLISITIC ECONOMIC EMPOWERMENTDescription2Txt
Expenses2$15,013Expenses2Amt
Description3EDUCATIONAL SUPPORT OF LOCAL AND INTERNATIONAL STUDENTS WHO ARE FUTURE LEADERS IN THEIR COMMUNITIES BUT LACK ADEQUATE FINANCIAL SUPPORT. THIS SUPPORT IS PROVIDED DIRECTLY TO ACADEMIC INSTITUTIONS AS WELL AS THROUGH OTHER NON-PROFIT ORGANIZATIONS PROVIDING SCHOLARSHIPS AND SPONSORSHIPS.Description3Txt
Expenses3$13,693Expenses3Amt
Description4SUPPORT OF CHILD SPONSORSHIP THROUGH COMPASSION INTERNATIONALDescription4Txt
Expenses4$10,700Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,183,320AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,180AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,224,500TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,224,500AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,368CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,191,132NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,557MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,464ExpensesAndContributionsAmt
Qualifying Distributions$7,464QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,464AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$7,464QualifyingDistributionsAmt
Remaining Distri From Corpus$7,464RemainingDistriFromCorpusAmt
Total Corpus$7,464TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2000-01-01PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year2$32,126Year2Amt
Year3$21,018Year3Amt
Total$53,144TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year2$27,307Year2Amt
Year3$17,865Year3Amt
Total$45,172TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$7,464CurrentYearAmt
Year2$163,801Year2Amt
Year3$87,921Year3Amt
Total$259,186TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$7,464CurrentYearAmt
Year2$163,801Year2Amt
Year3$87,921Year3Amt
Total$259,186TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$73,038CurrentYearAmt
Year1$65,015Year1Amt
Year2$67,513Year2Amt
Year3$48,618Year3Amt
Total$254,184TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHELE DUDLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Form And Info And MaterialsSTUDENT WE GRANT SCHOLARSHIP TO MUST COMPLETE AN INTERVIEW AND A SCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MINISTRY ALLIANCE
10801 JOHNSTON ROADCHARLOTTENC28226PRAYER SUPPORT$2,400
EDUCATION EQUALS HOPE
102 ACADEMY STREETFORT MILLSC29715CASA ADALIA$500
MARKET YOUR MIND
3000 SOMERSET DRIVECHARLOTTENC28209ANTI-TRAFFICKING$300
FOREST HILL CHURCH
7224 PARK ROADCHARLOTTENC28210CHURCH SUPPORT$2,250
PREGNANCY RESOURCE CENTER
1505 EAST 4TH STCHARLOTTENC28204CRISIS PREGNANCY$1,500
CHARLOTTE RESCUE MISSION
907 WEST 1ST STREETCHARLOTTENC28202HOMELESSNESS$2,500
THE HARVEST CENTER
2225 FREEDOM DRIVECHARLOTTENC28208HOMELESSNESS$1,000
YOUNG LIFE
6707 FAIRVIEW ROADCHARLOTTENC28210YOUTH MINISTRY$1,000SUITE A
SWIM WINCESTER
PO BOX 44WINCESTERMA01890YOUTH SWIMMING$1,000
BEDS FOR KIDS
2519 SOUTH TRYON STCHARLOTTENC28203YOUTH ASSISTANCE$500
ALARM
14140 MIDWAY ROADDALLASTX75244AFRICAN MINISTRY$23,200
YMCA COMPREHENSIVE INSTITUTE
3000 SOMERSET DRIVECHARLOTTENC28209STUDENT EDUCATION$1,558
CHRISTIAN LEADERSHIP ALLIANCE
629 CAMINO DE LOS MARESSAN CLEMENTECA92673CHRISTIAN LEADERSHIP$5,000SUITE 309
OUR LITTLE ROSES
PO BOX 530947MIAMI SHORESFL33153ORPHAN CARE$1,385
EDUCATION EQUALS HOPE
102 ACADEMY STFORT MILLSC29707BLIND SCHOOL IN RWANDA$7,012
MYERS PARK CLOTHES FOR CHANGE
2400 COLONY ROADCHARLOTTENC28209COLLEGE SCHOLARSHIP$100
THE BARNABAS GROUP
2322 N BATAVIAORANGECA92865MINISTRY SUPPORT$1,500SUITE 108
FASHION COMPASSION
1717 CLEVELAND AVECHARLOTTENC28203WOMEN'S EMPOWERMENT$15,013
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO809213668CHILD SPONSORSHIP$10,700
THE LUNCH PROJECT
PO BOX 31264CHARLOTTENC28231EDUCATION IN AFRICA$250
MOTHERING ACROSS CONTINENTS
310 ARLINGTON AVECHARLOTTENC28203PIVOT ACADEMY - RWANDA$1,100
WHATEVER IS PURE
102 ACADEMY STREETFORT MILLSC29707CHILDREN - UGANDA$125
HOPE INTERNATIONAL
227 GRANITE RUN DRIVELANCASTERPA17601MICROFINANCE$900SUITE 250
CAMPUS CRUSADE
100 LAKE HART DRIVEORLANDOFL32832EVANGELISM$600
UNITED WORLD MISSION
205 REGENCY EXECUTIVE PARCHARLOTTENC28217MISSIONARY SUPPORT$3,000
SCHOLARSHIPS SCHOLAR EXPENSES
3000 SOMERSET DRIVECHARLOTTENC28209COLLEGE EDUCATION$13,693
ECUADOR VIDEO
1020 WABASH STFORT COLLINSCO80526DOCUMENTARY$1,500
WITH OPEN EYES
COCA COLA PLAZACHARLOTTENC28209EVANGELISM - AFRICA$725
INDIEGOGO
REDWOOD AVENUESAN FRANCISCOCA94102CUBA DOCUMENTAR START UP$1,500
BEHAILU ACADEMY
451 EAST 36TH STREETCHARLOTTENC28204AFTERSCHOOL ARTS PROGRAM$1,000
TAMARA PARK
1020 WABASH STFORT COLLINSCO80920WORK ON BOOK WITH CELESTIN$3,050
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,861TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,498RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,760RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,261RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,261TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonERIC MICHELE DUDLEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd
FieldValueIRS element (for citing)
Total Contributions$120,495TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyTRANSFER OF STOCKNoncashPropertyDesc
Fair Market Value$99,495FairMarketValueAmt
Received2016-12-05ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
VOYA RUSSIA2015-12PURCHASE2016-05$1,169$1,259-$90
VOYA RUSSIA2005-06PURCHASE2016-05$3,201$3,448-$247
BOULDER BRANDS2009-10PURCHASE2016-01$44,000$23,406$20,594
VOYA RUSSIA2005-06PURCHASE2016-05$36,192$32,689$3,503

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
G WILLI FOOD$20,301$17,310
ALIBABA GROUP$57,173$65,857
BYD$29,423$31,614
BANK OF AMERICA$59,038$44,200
BERKSHIRE HATHAWAY$277,548$651,920
BIGLARI HOLDINGS$124,814$141,960
IMAX$11,403$62,800
JAKKS$37,508$25,750
MARKEL$52,086$90,450
NATIONAL GRID$19,560$29,165
PROSAFE$27,036$215
TPL$528,821$1,731,653
WHOLE FOODS$91,675$76,900
BOULDER BRANDS
ING RUSSIA

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK SERVICE CHARGES$296$296
PROFESSIONAL DEVELOPMENT$850

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
US TREASURY$116
TAXES WITHHELD BY FIDELITY$316

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